As a client of a business using WellnessLiving, you can use the Client Portal or the Achieve Client App to manage your memberships. You can view previous and upcoming payments for each of the memberships you own. You can also cancel your membership.
View your payment schedule
Desktop - Client Portal
To view your membership payment schedule from the Client Portal:
Click My Profile > Passes and Memberships.
On the Passes and Memberships page, click Options
next to the membership and select Payment schedule to view the list of your upcoming payments.
To view previous payments, click View Past Payments.
To view more details about a payment, click Action
and select View more info.
Mobile - Achieve Client App
To view your membership payment schedule from the Achieve Client App:
Tap More > Purchases.
Tap the membership, or use the Search or filter options to find the membership you're looking for.
On the Purchases screen, tap Payment schedule.
Payment status icons
The following table lists and defines all payment status icons that may be displayed on a client’s payment schedule.
Icon | Name | Description |
Paid (Scheduled) | This icon appears next to previously scheduled payments that were successfully charged to the client. | |
Paid (One-time) | This icon appears next to one-time payments that were successfully charged to the client. | |
Failed | This icon appears next to payments that were unsuccessfully charged to the client. | |
On-hold | This icon appears when a membership is placed on hold. The icon will appear with the dates of the hold at the top of the payment schedule. | |
Skipped | This icon appears next to skipped payments on the membership payment schedule. Skipped payments are scheduled payments that are delayed until a future date. | |
Scheduled | This icon appears next to scheduled payments that will occur in the future.
|
Cancel your membership
Note: The Membership Cancellation popup may show the cancellation fee and required notice period, depending on the business's policy.
To cancel your membership:
Find the membership you want to cancel.
From the Client Portal:
Click My Profile > Passes & Memberships > Click Cancel Membership.
From the Achieve Client App:
Tap More > Purchases > Cancel Membership.
On the Membership Cancellation popup:
Select your cancellation date (default is today).
Select a reason for cancellation.
Add notes to give the business any additional details.
Click or tap Cancel Membership.